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Jason_知行合一
IP属地:广东
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Jason_知行合一
Jason_知行合一
·
07-19
$阿里巴巴-W(09988)$
拿到130
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261
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2
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Jason_知行合一
Jason_知行合一
·
07-01
英伟达新高了 等他回调 100的达子
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649
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1
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Jason_知行合一
Jason_知行合一
·
07-01
等到260再入吧 短期全是利空
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504
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1
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Jason_知行合一
Jason_知行合一
·
06-18
$海天味业(603288)$
看好消费股
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381
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1
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Jason_知行合一
Jason_知行合一
·
06-14
特斯拉
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427
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1
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Jason_知行合一
Jason_知行合一
·
06-03
加油
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580
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1
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Jason_知行合一
Jason_知行合一
·
05-15
宁德时代港股打新:发行价263港元(较A股折价约5%),募资40-50亿美元为近四年港股最大IPO,基石锁定66%份额,资金主投匈牙利产能扩张。全球动力电池龙头(2024市占率37.9%),但A/H折价有限且30%旧股抛压需警惕,建议小仓参与博弈情绪溢价。
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Jason_知行合一
Jason_知行合一
·
05-15
绿茶集团港股打新:估值低位(12.5倍PE)叠加市场情绪催化,短期博弈情绪溢价,但需警惕同店销售下滑及30%旧股抛压,建议小仓多账户现金申购,暗盘涨幅>20%部分止盈,长期关注下沉市场盈利验证。
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757
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Jason_知行合一
Jason_知行合一
·
05-15
$NVDA 20250523 137.0 CALL$
maga
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498
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Jason_知行合一
Jason_知行合一
·
05-15
$TSLA 20250523 360.0 CALL$
maga
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491
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